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Portfolio Strategies’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

Portfolio Strategies’s Portfolio DSTL Stock Details DSTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,310
Closed -$394K – 57
2024
Q1 		$394K Buy
+7,310
New +$373K 0.03% 99

Other funds holding DSTL

CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Portfolio Strategies's DSTL Position: Q2 2024 in Review

Portfolio Strategies sold out of Distillate US Fundamental Stability & Value ETF (DSTL) in Q2 2024, closing a stake of 7,310 shares — an estimated $394K sold.

Portfolio Strategies first reported a position in DSTL in Q1 2024 and held it in 1 quarter. The position peaked at $394K in Q1 2024. 127 funds tracked by Wall St. Rank hold DSTL as of Q2 2024.

  • Portfolio Strategies reported no remaining Distillate US Fundamental Stability & Value ETF position as of Q2 2024 after selling out during the quarter.
  • Portfolio Strategies sold 7,310 Distillate US Fundamental Stability & Value ETF shares in Q2 2024, an estimated $394K.
  • Portfolio Strategies first reported a position in Distillate US Fundamental Stability & Value ETF in Q1 2024 and held it in 1 quarter.
  • Portfolio Strategies's Distillate US Fundamental Stability & Value ETF position peaked at $394K in Q1 2024.
  • 127 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q2 2024.

Based on Portfolio Strategies's 13F filing for Q2 2024, filed 12 Aug 2024.